Contents

FOREWORD by Tony Bingham

PREFACE

INTRODUCTION: HOW TO USE THIS BOOK

Why Is Developing Customer Service Skills Important?

Which Program Is Best?

Half-Day Workshop: Service Behaviors That Matter

One-Day Workshop: From the Customer’s Perspective

Two-Day Workshop: A Total Approach to Service

How Much Time Will Preparation Take?

What Do I Need to Know About Training?

What Are the Important Features of the Book?

How Are the Agendas Laid Out?

How Do I Use This Book?

Key Points

What to Do Next

Additional Resources

SECTION I: THE WORKSHOPS

1   HALF-DAY CUSTOMER SERVICE WORKSHOP: SERVICE BEHAVIORS THAT MATTER

Half-Day Workshop Objectives: Service Behaviors That Matter

Half-Day Workshop Overview

A Word About Presentation Slides and Handouts

Half-Day Workshop Agenda

What to Do Next

2   ONE-DAY CUSTOMER SERVICE WORKSHOP: FROM THE CUSTOMER’S PERSPECTIVE

One-Day Workshop Objectives: From the Customer’s Perspective

One-Day Workshop Overview

A Word About Presentation Slides and Handouts

One-Day Workshop Agenda

What to Do Next

3   TWO-DAY CUSTOMER SERVICE WORKSHOP: A TOTAL APPROACH TO SERVICE

Two-Day Workshop Objectives: A Total Approach to Service

Two-Day Workshop Overview

Overview of Day One

Overview of Day Two

A Word About Presentation Slides and Handouts

Two-Day Workshop Agenda: Day One

What to Do Between Workshop Days

Two-Day Workshop Agenda: Day Two

What to Do Next

4   CUSTOMIZING THE CUSTOMER SERVICE WORKSHOPS

Customizing the Content and Activities

Step One: Get Real

Step Two: Be Relevant

Step Three: Integrate the Organization’s Service Standards

Customizing the Workshop Format

One-Hour, Themed Sessions

Two-Hour Themed Sessions

Customizing the Workshop Delivery with Technology

The Bare Minimum

What to Do Next

SECTION II: ESSENTIALS OF EFFECTIVE CUSTOMER SERVICE TRAINING

5   IDENTIFYING NEEDS FOR CUSTOMER SERVICE TRAINING

Why Needs Analysis?

Strategic Needs Analysis

Structured Interviews

Focus Groups

Surveys

Individual Learning Needs Analysis

The Bare Minimum

Key Points

What to Do Next

Additional Resources

6   UNDERSTANDING THE FOUNDATIONS OF TRAINING DESIGN

Basic Adult Learning Theory

More Theoretical Ideas Important to Learning

Multiple Intelligences

Whole Brain Learning

Theory into Practice

Establishing a Framework

Identifying Behaviors

Practicing

Providing Feedback

Making It Relevant

The Bare Minimum

Key Points

What to Do Next

Additional Resources

7   LEVERAGING TECHNOLOGY TO MAXIMIZE AND SUPPORT DESIGN AND DELIVERY

Why Consider Learning Technologies?

Opportunities to Use Learning Technologies

When Designing Training

Before Training

During Training

After Training

While Building a Practitioner Community

The Bare Minimum

Key Points

What to Do Next

Additional Resources

8   DELIVERING YOUR CUSTOMER SERVICE WORKSHOP: BE A GREAT FACILITATOR

The Learning Environment

Program Preparation Checklist

Participant Materials

Handouts

Presentation Slides

Workbooks and Journals

Videos

Toys, Noisemakers, and Other Props

Facilitator Equipment and Materials

A Strong Start: Introductions, Icebreakers, and Openers

Feedback

Role Plays

Participant Presentations

Ball Toss

Journaling

Responding to Questions

Training Room and Participant Management

A Word About Dealing With Difficult Participants

An Unforgettable End

The Bare Minimum

Key Points

What to Do Next

Additional Resources

9   EVALUATING WORKSHOP RESULTS

Levels of Measurement

Level 1: Measuring Participant Reactions

Level 2: Measuring the Extent to Which Participants Have Learned

Level 3: Measuring the Results of Training Back on the Job

Level 4: Measuring the Organizational Impact of Training

Return on Investment

Reporting Results

The Bare Minimum

Key Points

What to Do Next

Additional Resources

SECTION III: POST-WORKSHOP LEARNING

10 THE FOLLOW-UP COACH

Create a Communication Plan

Involve Managers in the Transfer of Learning

Before the Workshop

After the Workshop

Connect Service Standards to Organizational Metrics

Focus on Personal Action Planning

Continue to Offer Learning Opportunities

Create an Open and Encouraging Environment for Quality Customer Service

Key Points

What to Do Next

Additional References

SECTION IV: WORKSHOP SUPPORTING DOCUMENTS AND ONLINE SUPPORT

11 LEARNING ACTIVITIES

Learning Activities Included in Customer Service Training

Half-Day Workshop: Service Behaviors That Matter

One-Day Workshop: From the Customer’s Perspective

Two-Day Workshop: A Total Approach to Service

12 ASSESSMENTS

Assessments Included in Customer Service Training

13 HANDOUTS

Handouts Included in Customer Service Training

Half-Day Workshop: Service Behaviors That Matter

One-Day Workshop: From the Customer’s Perspective

Two-Day Workshop: A Total Approach to Service

14 ONLINE TOOLS AND DOWNLOADS

Access to Free Supporting Materials

Customizable Materials

Working With the Files

PDF Documents

PowerPoint Slides

ACKNOWLEDGMENTS

ABOUT THE AUTHOR

ABOUT ATD

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